Power Wellness Management 401(k) match, vesting and fees
What Power Wellness Management's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Plante Moran (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $21.3M at the end of plan year 2021 to $23.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 862 | $23.9M | $444K | $1,076 | 0.23% | Not published | Form 5500 ↗ |
| 2023 | 840 | $21.7M | $379K | $929 | 0.26% | Not published | Form 5500 ↗ |
| 2022 | 808 | $18M | $391K | $1,006 | 0.27% | Not published | Form 5500 ↗ |
| 2021 | 784 | $21.3M | $181K | $468 | 0.36% | Not published | Form 5500 ↗ |
Common questions
Does Power Wellness Management match 401(k) contributions?
The match terms for the Power Wellness Management, LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $444K in employer contributions, about $1,076 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Power Wellness Management 401(k) match vested?
The vesting schedule for the Power Wellness Management, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Power Wellness Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is Power Wellness Management, LLC.
I left Power Wellness Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Power Wellness Management, LLC, (630) 570-2600) or the recordkeeper, Schwab Retirement Plan Services,inc. The Power Wellness Management old 401(k) page lists the contacts from every plan filing. Find an old Power Wellness Management 401(k)
Data from the public Form 5500 annual reports Power Wellness Management filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Power Wellness Management. Not financial advice. Report a correction · Methodology